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Capital Management Services, Inc. CRD 118260
$145M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
410 Sovereign Ct. Suite 13, Manchester, MO 63011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-10-09 |
Branch Locations
572 Maddox Drive Suite 213, Elijay, GA 30540 • United States
410 Sovereign Ct. Suite 13, Manchester, MO 63011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Planning Specialists, Inc. | Ellijay | GA | 04/2015 | 09/2018 |
| Fouts Law Group, Llc | Ellijay | GA | 06/2012 | Present |
| Capital Management Services, Inc. | Manchester | MO | 09/2018 | Present |
1) RETIREMENT PLAN SPECIALITIES, INC., NON-INVESTMENT RELATED TAX ENTITY, ELLIJAY, GA. 2) FOUTS LAW GROUP, LLC, NON-INVESTMENT-RELATED, eLLIJAY, GA, LAW FIRM, MANAGING MEMBER, 06/2012 AND 20 HOURS/WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-13 |
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